Operations Hub - Custom Code - 2 portals sync

vinc — Thu, 12 Jan 2023 08:36:22 GMT

Hi,

I need to make a synchronization between 2 portals.

Portal A (with Operations Pro)
Portal B (without Operations Pro)

I need to trigger a workflow with Custom Code from Portal A every day.

I have to check for each Contact in Portal A, if it is in Portal B.

If the Contact is in Portal B, then I have to import property values for this Contact from Portal B to Portal A.

I have found some examples to draw on but I can't find the final solution.

Do you have any ideas, or are you in an agency that could do this custom code?

Thanks!

Re: Operations Hub - Custom Code - 2 portals sync

PMcConnell — Fri, 13 Jan 2023 17:23:30 GMT

Hi @vinc ,
Very nice to e-meet you. I am software engineer at Baskey specicallizing in the HubSpot platform and am more than happy to help.

There is a couple of way you can acheive this but I think the workflow should operate as follows.
You can get a full list of contact names in Portal A and B using a List request through the custom code action. Then you can compare the names in the lists. This is to avoid making a Search API request for each individual contact.
If there is a match, you can then make a Search API request to Portal B to return the property values you need. Which you can then use to update Portal A Contact’s properties using an Update request.

We are an agency that can easily implement this so if you would like to contact us, you can by using my meetings link below.
https://meetings.hubspot.com/pauric-mc-connell

Looking forward to hearing from you.

Pauric Mc Connell

Software Engineer

Baskey

p.mcconnell@baskey.eu
www.baskey.eu
Rheingasse 14, 50676 Köln

topic Operations Hub - Custom Code - 2 portals sync in APIs & Integrations

Operations Hub - Custom Code - 2 portals sync

Re: Operations Hub - Custom Code - 2 portals sync

Pauric Mc Connell